H&R Real Estate Inv Trust

HR.UN-T

H&R Real Estate Inv Trust
(HR.UN-T)

About H&R Real Estate Inv Trust (HR.UN-T)

H&R Real Estate Investment Trust is a Canadian open-ended real estate investment trust, specializing in commercial real estate, and based in Toronto, Ontario. It is the third largest REIT in Canada by market capitalization.
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What the experts are saying about HR.UN-T

The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

They have a sizable discount to the NAV and a good yield. You would likely regret selling at this level – continue to hold. They have a quality portfolio and are getting out of the US retail space. Yield 6.9%.

They have a sizable discount to the NAV and a good yield. You would likely regret selling at this level – continue to hold. They have a quality portfolio and are getting out of the US retail space. Yield 6.9%.

The company has been frustrating because it pays a good dividend but it has had a slow decline in stock price. Management at the right is similarly concerned about the stock price and is adjusting its portfolio--getting out of US retail and into US multifamily. In Canada it is a very high-quality commercial real estate operator with high-quality tenants. Their vacancy rates are very low, the dividend is seen as safe and the stock has been treated by investors as a bond substitute. She expects the portfolio adjustments to lead to an increase in the stock price. Yield 6.8%.

The company has been frustrating because it pays a good dividend but it has had a slow decline in stock price. Management at the right is similarly concerned about the stock price and is adjusting its portfolio--getting out of US retail and into US multifamily. In Canada it is a very high-quality commercial real estate operator with high-quality tenants. Their vacancy rates are very low, the dividend is seen as safe and the stock has been treated by investors as a bond substitute. She expects the portfolio adjustments to lead to an increase in the stock price. Yield 6.8%.

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

It's been sliding since early 2017, and all REITs are getting hit with rising interest rates. In the summer, REITs hang on, because interest rates hold. Look for it to show strength above the current $20.

It's been sliding since early 2017, and all REITs are getting hit with rising interest rates. In the summer, REITs hang on, because interest rates hold. Look for it to show strength above the current $20.

H&R REIT vs. Artis REIT as a dividend play: H&R is the only REIT he owns, paying a 6.5% yield. It's diversified and the only REIT trading at a discount to its NAV. It's cheap. Artis has been flat. All REITs have pulled back due to interest rate rises, so this is not the space to be. H&R is cleaning up selling the U.S. It will outperform in the next 12 months. Not much growth here, but a good yield play.

H&R REIT vs. Artis REIT as a dividend play: H&R is the only REIT he owns, paying a 6.5% yield. It's diversified and the only REIT trading at a discount to its NAV. It's cheap. Artis has been flat. All REITs have pulled back due to interest rate rises, so this is not the space to be. H&R is cleaning up selling the U.S. It will outperform in the next 12 months. Not much growth here, but a good yield play.

These REITs valuations have come down as interest rates went up. The real catalyst for this name is completing Jackson Park in 2019 and Sears releasing their space. It does have a flat growth rate. It is trading at a 13% below its assumed Net Asset Value. The balance sheet is not bad. Unsexy name. A yield proxy. Good management team. (Analysts’ price target is $24)

These REITs valuations have come down as interest rates went up. The real catalyst for this name is completing Jackson Park in 2019 and Sears releasing their space. It does have a flat growth rate. It is trading at a 13% below its assumed Net Asset Value. The balance sheet is not bad. Unsexy name. A yield proxy. Good management team. (Analysts’ price target is $24)

He wouldn’t want to be heavily loaded with REITs. He only has one left, and it is commercial with all commercial properties. Be a little cautious over the next year. If it got below $20.21, that indicates there’s something else going on out there and the market doesn’t want to be in real estate anymore.

He wouldn’t want to be heavily loaded with REITs. He only has one left, and it is commercial with all commercial properties. Be a little cautious over the next year. If it got below $20.21, that indicates there’s something else going on out there and the market doesn’t want to be in real estate anymore.

Announced they were going to make close to $1 billion in sales out of the US, and reinvest in multi-resident businesses. This is a strategy that is getting a little tired. His biggest issue is that they are so diversified, such as office, residential, redevelopment, Canada, US, it is too much for an analyst. Thinks they’ve been hurt by this.

Announced they were going to make close to $1 billion in sales out of the US, and reinvest in multi-resident businesses. This is a strategy that is getting a little tired. His biggest issue is that they are so diversified, such as office, residential, redevelopment, Canada, US, it is too much for an analyst. Thinks they’ve been hurt by this.

He likes this company. Very well diversified with a very attractive dividend yield. In recent years they’ve increased their US exposure. It is so well diversified that you can bank on pretty moderate but stable cash flow and cash flow growth for the foreseeable future.

He likes this company. Very well diversified with a very attractive dividend yield. In recent years they’ve increased their US exposure. It is so well diversified that you can bank on pretty moderate but stable cash flow and cash flow growth for the foreseeable future.

You buy this for yield. Because interest rates are low and lots of investors are reaching for yield, most of these stocks are overbought. Incremental demand might not be there, which may be the reason it is just going sideways. There may be a slight chance of it going lower. Be absolutely disciplined and make sure of the level you want to get out. Don’t be fooled by the yield, because as the price goes lower, the yield goes up. Dividend yield of 6.4%.

You buy this for yield. Because interest rates are low and lots of investors are reaching for yield, most of these stocks are overbought. Incremental demand might not be there, which may be the reason it is just going sideways. There may be a slight chance of it going lower. Be absolutely disciplined and make sure of the level you want to get out. Don’t be fooled by the yield, because as the price goes lower, the yield goes up. Dividend yield of 6.4%.

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